{"id":5553,"date":"2020-05-19T07:20:29","date_gmt":"2020-05-19T07:20:29","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=5553"},"modified":"2020-11-27T14:07:44","modified_gmt":"2020-11-27T14:07:44","slug":"gumu-salesforce-tricks-tips-synching-additional-accounts-fields-from-salesforce-to-sage-x3-erp","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2020\/05\/19\/gumu-salesforce-tricks-tips-synching-additional-accounts-fields-from-salesforce-to-sage-x3-erp\/","title":{"rendered":"GUMU&#x2122; Salesforce Tricks &#038; Tips \u2013 Synching Additional (Accounts) Fields from Salesforce to Sage X3 ERP"},"content":{"rendered":"\n<p>In the <a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/08\/21\/import-entity-routine-in-gumus-new-pure-lightning-interface\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">previous blog<\/a>, we looked at the features included in the new Lightning Interface in <a href=\"https:\/\/www.greytrix.com\/product\/gumu\/gumu-connector\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">GUMU&#x2122; Integration<\/a>.<\/p>\n\n\n\n<p>In this blog, we will showcase how the new Salesforce \u2013 Sage ERP sync option will help users sync additional field values from the Salesforce object to the corresponding Sage X3 ERP module.<\/p>\n\n\n\n<p>For instance, if you want to enable real-time updates of the &#8220;Sic Code&#8221; field for the Integrated Account of Salesforce to Sage X3 Customer. Follow these easy steps to execute the above:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Log in to Salesforce Org.<\/li><li> Navigate to app launcher and select \u201dGUMU Settings\u201d from the App list. <\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/08\/1_GUMU-Setting.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/08\/1_GUMU-Setting.png\" alt=\"GUMU Settings\"><\/a><\/center>\n<font size=\"2\"><center><i>GUMU Settings<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Click onto the Import Routine specific for <strong>Customers<\/strong>. Navigate to the \u201c<strong>Details tab<\/strong>\u201d and click on \u201c<strong>SF to ERP<\/strong>\u201d Option.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/05\/2_Detail-Tab.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/05\/2_Detail-Tab.png\" alt=\"Entity Mapping Detail Tab\"><\/a><\/center>\n<font size=\"2\"><center><i>Entity Mapping Detail Tab<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on the <strong>Edit<\/strong> button and then <strong>Refresh Fields<\/strong>. <\/li><li>Map <strong>Sic Code<\/strong> field in Salesforce Account object with the corresponding <strong>Sic Code<\/strong> field of the Sage X3 Customer module.<\/li><li>Once the mapping is set, click on the <strong>Save<\/strong> button to commit the changes. <\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/05\/3_Additional-Field.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/05\/3_Additional-Field.png\" alt=\"Additional Fields\"><\/a><\/center>\n<font size=\"2\"><center><i>Additional Fields<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Through this new user-defined mapping, users can now update any field value. Here the <strong>Sic Code<\/strong> value of a particular Account from Salesforce to Sage X3 ERP system on a real-time basis.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/05\/4_Account.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/05\/4_Account.png\" alt=\"Custom Field on Account Layout\"><\/a><\/center>\n<font size=\"2\"><center><i>Custom Field on Account Layout<\/i><\/center><\/font>\n\n\n\n<p>For e.g. the Sic Code value for the Account in Salesforce when updated, will automatically reflect back on the Sage X3 ERP for the selected Customer. <\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/05\/5_Sage-X3-Customer.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/05\/5_Sage-X3-Customer.png\" alt=\"Sage X3 Customer\"><\/a><\/center>\n<font size=\"2\"><center><i>Sage X3 Customer<\/i><\/center><\/font>\n\n\n\n<p>We hope the above blog proves resourceful in synching additional fields from Salesforce to Sage 300 ERP system. If you still have queries, don\u2019t hesitate to contact us on\u00a0<a href=\"mailto:salesforce@greytrix.com\">salesforce@greytrix.com<\/a>. <\/p>\n\n\n\n<p style=\"text-align: justify\"><b>About Us<\/b><\/br>\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> \u2013 a globally recognized and one of the oldest Sage Development Partner and a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.<br><br> Greytrix has some unique solutions for Cloud CRM such as <a href=\"\">Salesforce Sage integration<\/a> for <a href=\"https:\/\/www.greytrix.com\/sage-x3-erp\/integration\/\">Sage X3<\/a>, <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-100-integration\/\">Sage 100<\/a> and <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-300-integration\/\">Sage 300 (Sage Accpac)<\/a>. We also offer best-in-class Cloud CRM <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/crm-development\/\">Salesforce customization and development services<\/a> along with services such as Salesforce <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/data-migration-support\/\">Data Migration<\/a>, <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/crm-development\/\">Integrated App development<\/a>, Custom App development and Technical Support business partners and end users. Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU&#x2122; integration for Sage ERP \u2013 Salesforce is a 5-star rated app listed on <a href=\"https:\/\/appexchange.salesforce.com\/appxListingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noopener\">Salesforce AppExchange<\/a>.<br> The GUMU&#x2122; Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.<br><br> For more information on our Salesforce products and services, contact us at <a href=\"mailto:salesforce@greytrix.com\">salesforce@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Related Posts<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2020\/05\/11\/gumu-features-import-or-export-entity-mapping-in-sync-routines-using-gumu-lighting-interface\/\">GUMU&#x2122; Features \u2013 Import or Export Entity Mapping in Sync routines using GUMU&#x2122; Lighting Interface<\/a><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/12\/24\/promote-sales-order-from-sf-to-sage-x3-erp-through-gumu-using-salesforce-lightning-components\/\">Promote Sales Order from SF to Sage X3 ERP through GUMU&#x2122; using Salesforce Lightning Components<\/a><\/li><li> <a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/10\/10\/create-entity-in-gumu-sage-x3-integration-pure-lightning-interface\/\" target=\"_blank\">Create Entity in GUMU&#x2122; SAGE X3 Integration \u2013 Lightning Interface<\/a><\/li><li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/10\/07\/setting-up-sage-x3-integration-in-gumu-new-pure-lightning-interface\/\" target=\"_blank\">Setting up the Sage X3 Integration in GUMU\u2019s New Pure Lightning Interface<\/a><\/li><li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/09\/24\/promote-salesforce-account-to-sage-x3-customer-using-gumu-lightning-version\/\" target=\"_blank\">Promote Salesforce Account to Sage X3 Customer using GUMU&#x2122; lightning version<\/a> <\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>In the previous blog, we looked at the features included in the new Lightning Interface in GUMU&#x2122; Integration. In this blog, we will showcase how the new Salesforce \u2013 Sage ERP sync option will help users sync additional field values from the Salesforce object to the corresponding Sage X3 ERP module. For instance, if you\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2020\/05\/19\/gumu-salesforce-tricks-tips-synching-additional-accounts-fields-from-salesforce-to-sage-x3-erp\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2,957],"tags":[709,704,80,115,159,166,169,678,186,187,739,747,363,364,367,372,374,738,746,400,683,687,684,716,462,792],"class_list":["post-5553","post","type-post","status-publish","format-standard","hentry","category-gumu-salesforce","category-gumu-tricks-tips","tag-additional-fields","tag-bi-directional-synch","tag-data-synchronization","tag-entity-sync","tag-gumu-sf-integration","tag-gumusfsageem","tag-gumusfsageerpx3","tag-gumulightninginterface","tag-integrate-salesforce-with-sage-em","tag-integrate-salesforce-with-sage-x3","tag-sage-erp-connector-with-salesforce","tag-sage-x3-connector-with-salesforce","tag-sageem","tag-sagex3","tag-salesforce","tag-salesforce-sage-em","tag-salesforce-sage-x3","tag-salesforce-connector-for-sage-erp","tag-salesforce-connector-for-sage-x3","tag-salesforce-integration-with-sage","tag-salesforce-lightning-and-sagex3-integration","tag-salesforce-lightning-integration-with-sagex3","tag-salesforce-lightning-sagex3-integration","tag-salesforce-sage-integration","tag-sfdc-with-sage-em-integration","tag-sync-mapping"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5553","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/comments?post=5553"}],"version-history":[{"count":3,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5553\/revisions"}],"predecessor-version":[{"id":5560,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5553\/revisions\/5560"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=5553"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=5553"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=5553"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}